From Possibility to Feasibility
Are you an independent advisor? Partner with Us
In the high-net-worth market, strategies are abundant, but clarity is rare. The challenge is not finding an option, but validating it. Generic proposals often assume perfect scenarios, leaving critical risks unaddressed.
At Taxevity, we stress-test strategies against market reality. Rather than showing you what is possible, we determine what is viable for your specific situation.
Protection
The Foundation
Securing liquidity and lifestyle.
We validate Health Feasibility first—ensuring you can secure the necessary Life, Disability, or Critical Illness insurance to anchor the strategy before we build the rest of the plan.
Growth
The Structure
Using tax advantages to grow wealth.
We assess Economic Feasibility to ensure the strategy improves your position—whether corporately or your personally—without compromising your liquidity or cash flow.
Impact
The Legacy
Expanding capacity for family and community.
We audit Goal Feasibility to ensure the strategy you choose aligns with your intentions for your heirs and the causes you support.
Our Principles
We believe in clarity, education, and custom-built, stable insurance solutions. We focus solely on insurance, not tax or legal advice, allowing us to collaborate non-competitively with your existing team.
Our Origin
Founded by an actuary who built the products for the insurers before building the plans for you. We know how the machine works.
New in the Library
The DIY Feasibility Audit: How to Use AI to Judge Your Insurance Proposal
Information asymmetry is over. Learn how to use advanced AI tools like ChatGPT or Gemini to perform a DIY Feasibility Audit on your insurance proposal, instantly spotting red flags and sales fluff before before you commit to a formal audit.
The 4 Feasibility Gates: Why We Reject Most Insurance Proposals
Insurance strategies that look perfect on paper fail in reality. Learn why we reject most proposals using our 4 Feasibility Gates and how to verify your Health, Surplus, Temperament, and Strategic Fit before you apply.
What is an Insurance Feasibility Audit? (And Why Your Proposal Needs One)
Standard insurance proposals are often static projections that assume an unchanging world. Learn why high-net-worth Canadians need an Insurance Feasibility Audit to stress-test the structural integrity of a strategy against reality—before signing the contract.